If you plan to implement CRM software to manage customer data more efficiently, streamline customer-facing operations, or drive other business improvements, it’s essential to get acquainted with the ...

Firstly, you need to think carefully about which areas of your CRM system need to be automated. This step can be aided by discussing the matter with colleagues. “When first implementing a CRM ...

No matter how big your business grows, customers will always crave a personalized touch. This means understanding their needs, communicating with authenticity, and making them feel genuinely seen and ...

Most Customer Relationship Management or CRM implementations are governed by an incomplete vision, one that is far too internally focused, and as a result, they are quietly failing to live up to their ...

Tal Frankfurt is the Founder and CEO of Cloud for Good, a Salesforce partner that creates transformational value with technology. No matter which CRM solution your organization implements—be it ...

If CRM systems are just IT systems, why are the projects so political? It's the people, processes and policies that are affected. Here are five warning signs that mudslinging may begin, as well as ...

The love-hate relationship with CRM is real. Although they have been widely adopted, CRM solutions often fail to meet the promises made during their selection and implementation process, and they can ...

There has been a fable making the rounds since the 1990s about a group of monkeys. In the fable, five monkeys were placed in a cage, with a batch of bananas hanging from the ceiling (beyond the reach ...